EssilorLuxottica SA (EL) AI Stock Analysis

• Market Cap: €69.69B
• Dividend Yield: 2.3%
• Average Volume (3M): 803.41K
• Price to Earnings (P/E): 32.2
• Beta (1Y): 1.13
• Revenue Growth: 7.50%
• EPS Growth: 3.48%
• Country: FR
• Employees: 213,909
• Sector: General
• Sector Strength: N/A
• Industry: Medical - Instruments & Supplies
• EPS (TTM): 5.40
• Shares Outstanding: 464,247,560
• 10 Day Avg. Volume: 712,081
• 30 Day Avg. Volume: 803,411
• PEG Ratio: -17.40
• Price to Book (P/B): 3.19
• Price to Sales (P/S): 4.35
• P/FCF Ratio: 32.90
• Enterprise Value/Market Cap: N/A
• Enterprise Value/Revenue: N/A
• Enterprise Value/Gross Profit: N/A
• Enterprise Value/Ebitda: N/A
• 1Y Price Target: €208.91
• Price Target Upside: 31.27% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 12
• EPS Forecast (FY): 7.24
• Revenue Forecast (FY): €30.03B

• Rating: 70 Outperform
• Price Target: €191.00 ▲(20.01% Upside)
• Action: Upgraded
• Date: 10/22/26

Positive Factors

Vertical integration

EssilorLuxottica controls multiple stages of the eyewear value chain, from product development and manufacturing through distribution and retail. This structure supports cross-selling, improves product availability, captures value across channels, and can reinforce customer reach over the next several quarters.

Negative Factors

2025 margin softening

The 2025 decline in operating and EBITDA margins shows that recent revenue growth has not translated fully into expanding operating profitability. If this pressure persists, it could limit earnings growth, reduce the benefit of scale, and weaken the durability of returns from the business model.

EssilorLuxottica SA Business Overview & Revenue Model

Company Description

EssilorLuxottica S.A., established in Paris, France, in 1849, is a global enterprise dedicated to the design, production, and distribution of a wide range of ophthalmic products, including corrective lenses, eyewear frames, and sunglasses. The com...

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EssilorLuxottica S.A., established in Paris, France, in 1849, is a global enterprise dedicated to the design, production, and distribution of a wide range of ophthalmic products, including corrective lenses, eyewear frames, and sunglasses. The com...

How the Company Makes Money

EssilorLuxottica makes money by selling eyewear products and related optical services through a vertically integrated model that spans design, manufacturing, and distribution. 1) Professional solutions (lenses and optical equipment) - Prescriptio...

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EssilorLuxottica makes money by selling eyewear products and related optical services through a vertically integrated model that spans design, manufacturing, and distribution. 1) Professional solutions (lenses and optical equipment) - Prescriptio...

EssilorLuxottica SA Financial Statement Overview

Breakdown	TTM	Dec 2025	Dec 2024	Dec 2023	Dec 2022	Dec 2021
Income Statement
Total Revenue	29.29B	28.49B	26.51B	25.39B	24.49B	19.82B
Gross Profit	17.82B	17.25B	16.81B	16.05B	15.59B	12.28B
EBITDA	6.76B	6.54B	6.55B	6.21B	6.10B	4.71B
Net Income	2.49B	2.31B	2.36B	2.29B	2.15B	1.45B
Balance Sheet
Total Assets	65.06B	63.90B	64.26B	60.52B	60.56B	59.41B
Cash, Cash Equivalents and Short-Term Investments	1.93B	3.54B	2.25B	2.56B	1.99B	3.33B
Total Debt	15.32B	14.40B	13.22B	11.66B	12.20B	13.02B
Total Liabilities	25.13B	24.40B	23.26B	21.63B	22.41B	23.54B
Stockholders Equity	39.22B	38.89B	40.38B	38.24B	37.45B	35.06B
Cash Flow
Free Cash Flow	3.84B	3.77B	3.35B	3.33B	3.21B	3.52B
Operating Cash Flow	5.29B	5.29B	4.87B	4.86B	4.78B	4.54B
Investing Cash Flow	-2.87B	-2.64B	-3.62B	-1.72B	-3.29B	-8.13B
Financing Cash Flow	-3.21B	-971.00M	-1.65B	-2.36B	-2.91B	-1.97B

EssilorLuxottica SA Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 159.15
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Negative
• MACD: Negative
• RSI: Negative
• STOCH: Negative

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For FR:EL, the sentiment is Positive. The current price of 159.15 is above the 20-day moving average (MA) of 149.63, above the 50-day MA of 151.69, and below the 200-day MA of 184.73, indicating a neutral trend. The MACD of 3.99 indicates Negative momentum. The RSI at 76.65 is Negative, neither overbought nor oversold. The STOCH value of 86.62 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for FR:EL.

EssilorLuxottica SA Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
ITP	71 Outperform	€2.85B	25.42	16.52%	2.74%	-4.21%	-15.38%
EL	70 Outperform	€69.69B	32.19	6.39%	2.30%	7.50%	3.48%
CDI	64 Neutral	€76.17B	16.79	18.39%	3.42%	-3.83%	-0.09%
Sector *	55 Neutral	$6.65B	3.83	-15.92%	6.20%	10.91%	7.18%
KER	54 Neutral	€26.53B	-125.00	-1.46%	2.40%	-9.23%	-129.21%

EssilorLuxottica SA Corporate Events